IJR vs. VIOO
Compare and contrast key facts about iShares Core S&P Small-Cap ETF (IJR) and Vanguard S&P Small-Cap 600 ETF (VIOO).
IJR and VIOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010. Both IJR and VIOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IJR or VIOO.
Key characteristics
| IJR | VIOO | |
|---|---|---|
| YTD Return | -1.82% | -2.01% |
| 1Y Return | 13.04% | 12.99% |
| 3Y Return (Ann) | -0.03% | -0.09% |
| 5Y Return (Ann) | 7.59% | 7.62% |
| 10Y Return (Ann) | 8.65% | 8.63% |
| Sharpe Ratio | 0.67 | 0.66 |
| Daily Std Dev | 19.54% | 19.58% |
| Max Drawdown | -58.15% | -44.15% |
| Current Drawdown | -8.52% | -8.68% |
Correlation
The correlation between IJR and VIOO is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IJR vs. VIOO - Performance Comparison
In the year-to-date period, IJR achieves a -1.82% return, which is significantly higher than VIOO's -2.01% return. Both investments have delivered pretty close results over the past 10 years, with IJR having a 8.65% annualized return and VIOO not far behind at 8.63%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IJR vs. VIOO - Expense Ratio Comparison
IJR has a 0.07% expense ratio, which is lower than VIOO's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IJR vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Small-Cap ETF (IJR) and Vanguard S&P Small-Cap 600 ETF (VIOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IJR vs. VIOO - Dividend Comparison
IJR's dividend yield for the trailing twelve months is around 1.34%, less than VIOO's 1.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJR iShares Core S&P Small-Cap ETF | 1.34% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.50% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% | 0.86% |
Drawdowns
IJR vs. VIOO - Drawdown Comparison
The maximum IJR drawdown since its inception was -58.15%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for IJR and VIOO. For additional features, visit the drawdowns tool.
Volatility
IJR vs. VIOO - Volatility Comparison
iShares Core S&P Small-Cap ETF (IJR) and Vanguard S&P Small-Cap 600 ETF (VIOO) have volatilities of 5.62% and 5.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.